1. Who we serve: We help families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals and multi-generational families who have all accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or serve future generations and leave a lasting legacy. In addition, one of my main focuses in helping my clients build socially responsible investment portfolios, incorporating non-financial or indirect financial considerations into the investment process. 2. What we provide: a. Goal based advice and excellent service b. Thought leadership and Behavioral coaching c. Help to organize, build, protect and transfer your wealth 3. What we look for in our clients: a. Goals driven b. Serious long term investor c. Responsive and willing to follow through on our advice 4. Our Philosophy: A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track. 5. Who am I? I began my career in investment management over a decade ago in San Francisco, helping advisors build better portfolios for clients. Over time, the focus of my work evolved, and I began helping families, individuals and institutions with a wide variety of needs and complexity. I am grateful for the opportunities to make meaningful impacts in the lives of my clients. Outside of work, I enjoy skiing and backpacking, and you might even find me performing in a local play or musical from time to time. 